Apple Hospitality REIT Ownership | Who Owns Apple Hospitality REIT?
Apple Hospitality REIT Ownership Summary
Apple Hospitality REIT is owned by 85.86% institutional investors, 6.71% insiders, and 7.44% retail investors. Blackrock is the largest institutional shareholder, holding 16.79% of APLE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.96% of its assets in Apple Hospitality REIT shares.
APLE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Apple Hospitality REIT | 85.86% | 6.71% | 7.44% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Hotel & Motel REIT Stocks | 81.96% | 3.91% | 14.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 40.69M | 16.79% | $591.63M |
| Vanguard group | 36.22M | 14.94% | $526.70M |
| State street | 13.07M | 5.39% | $191.07M |
| T. rowe price investment management | 8.91M | 3.68% | $129.61M |
| Fuller & thaler asset management | 7.30M | 3.01% | $106.21M |
| Price t rowe associates inc /md/ | 6.97M | 2.87% | $101.28M |
| Victory capital management | 6.02M | 2.48% | $87.52M |
| Geode capital management | 5.70M | 2.35% | $82.88M |
| Jpmorgan chase | 5.22M | 2.16% | $75.97M |
| Macquarie group | 4.69M | 1.93% | $68.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Masterton capital management, lp | 232.32K | 2.41% | $3.38M |
| Myda advisors | 400.00K | 1.26% | $5.82M |
| Cutler capital management | 221.47K | 1.26% | $3.22M |
| Systematic portfolios | 10.38K | 1.05% | $150.93K |
| Systematic financial management lp | 1.89M | 0.84% | $27.52M |
| Inlet private wealth | 196.57K | 0.78% | $2.86M |
| Sound income strategies | 712.61K | 0.65% | $10.36M |
| Aurora investment counsel | 75.80K | 0.65% | $1.10M |
| Prevail innovative wealth advisors | 98.84K | 0.51% | $1.44M |
| Fuller & thaler asset management | 7.30M | 0.45% | $106.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 40.69M | 0.01% | 1.98M |
| Goldman sachs group | 3.41M | 0.01% | 1.18M |
| Norges bank | 1.05M | 0.00% | 1.05M |
| Victory capital management | 6.02M | 0.09% | 881.22K |
| Alyeska investment group | 1.34M | 0.11% | 810.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 1.28M | 0.01% | -6.02M |
| Resolution capital | - | - | -2.09M |
| Edgestream partners | - | - | -638.63K |
| Gillson capital lp | - | - | -529.04K |
| Eagle asset management | - | - | -450.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.05M | 0.00% | 1.05M | $15.34M |
| Adage capital partners gp | 500.00K | 0.01% | 500.00K | $7.27M |
| Segall bryant & hamill | 368.07K | 0.09% | 368.07K | $5.35M |
| D. e. shaw | 284.48K | 0.00% | 284.48K | $4.14M |
| Masterton capital management, lp | 232.32K | 2.41% | 232.32K | $3.38M |
Sold Out
| Holder | Change |
|---|---|
| Concourse financial group securities | -9.00 |
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Advisornet financial | -12.00 |
| Abound wealth management | -14.00 |
| Assetmark | -26.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 313 | 2.62% | 208,128,966 | 1.51% | 85 | 1.20% | 187 | 30.77% | 88 | -19.27% |
| Mar 31, 2024 | 305 | -2.87% | 205,033,895 | -4.02% | 84 | 0.97% | 143 | -7.14% | 109 | -6.03% |
| Dec 31, 2023 | 314 | 10.18% | 213,616,105 | 4.41% | 93 | 1.17% | 154 | -2.53% | 116 | 34.88% |
| Sep 30, 2023 | 285 | 3.64% | 204,589,851 | 9.76% | 89 | 1.35% | 158 | 12.86% | 86 | -6.52% |
| Jun 30, 2023 | 275 | -1.43% | 186,397,128 | -0.43% | 81 | 1.22% | 140 | -6.67% | 92 | 3.37% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 14.29M | 5.96% | 12.94K |
| Vanguard Real Estate Index Investor | 9.07M | 3.78% | -21.59K |
| Vanguard Total Stock Mkt Idx Inv | 6.88M | 2.87% | -24.50K |
| FullerThaler Behavioral Small-Cap Equity | 6.78M | 2.82% | - |
| FullerThaler Behavioral Sm-Cp Eq R6 | 6.78M | 2.82% | - |
| iShares Russell 2000 ETF | 6.06M | 2.53% | -13.62K |
| Vanguard Small Cap Index | 5.43M | 2.26% | 10.65K |
| Victory Small Cap Value CIT (Net 75) | 4.96M | 2.06% | 460.00K |
| Victory Sycamore Small Company Opp R | 4.96M | 2.06% | 460.00K |
| Vanguard Small Cap Value Index Inv | 3.67M | 1.53% | -1.27K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | Hugh Redd | - | Buy | $14.10K |
| Aug 08, 2024 | KNIGHT GLADE M | Executive Chairman | Buy | $70.22K |
| May 21, 2024 | KNIGHT GLADE M | Executive Chairman | Buy | $73.90K |
| May 17, 2024 | Bunting Glenn W Jr | - | Buy | $8.00K |
| May 16, 2024 | Hugh Redd | - | Buy | $14.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 3 | - |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 1 | - |
APLE Ownership FAQ
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